Sending invites to your accountant is just a few clicks in QuickBooks Online. I'm happy to walk you through the steps, so your accountant can log in to your account and help you in managing your business. Please make sure to sign in as a master admin to add successfully.
Go to the Gear icon located on the upper right side.
Select Manage Users under Your Company.
Choose Accounting firms, then enter the accountant's email address.
After that, let your accountant accept the invitation. They can also create a QuickBooks Online Accountant Account (QBOA) if they don't have yet. This way, they can regularly manage their clients, create a workflow that fits the style, and work anywhere on any device. Nothing worries, the QBOA account is a free feature. Simply click the link provided on the email to sign up.
How do I send a invite so my accountant can log into my QuickBooks account
On QuickBooks Self-Employed, the option to add the accountant shows under the Cogwheel > My Accountant.
If you don't have this feature, it's likely that you're on billing with a third party such as Apple or Android, in which case we can offer a billing migration to Intuit which will unlock this feature for you. Please get back to us below if you require this - thanks. 🙂